Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APO (Apollo Global Management, Inc.) | -14.74% | 19.88% | 41.74% | 26.27% | 25.69% | NA | NA | 23.65% |
Data as of 06/24/2025, AR inception is 03/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APO (Apollo Global Management, Inc.) | 03/30/2011 | 06/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.70 | 19.88 | 41.74 | 26.27 | 25.69 | NA | NA | 23.65 | -14.74 | 79.87 | 49.44 | -9.59 | 53.25 | 8.00 | 106.46 | -22.03 | 85.29 | 37.31 | -29.34 | -15.97 | 112.39 | 54.43 | -28.57 |
| Sharpe Ratio | NA | 0.27 | 1.09 | 0.58 | 0.65 | NA | NA | 0.61 | -0.73 | 2.29 | 1.42 | -0.25 | 1.78 | 0.12 | 3.47 | -0.77 | 3.69 | 1.26 | -1.07 | -0.56 | 3.22 | 1.89 | -0.83 |
| Standard Deviation(%) | NA | 44.18 | 36.94 | 37.01 | 37.57 | NA | NA | 36.22 | 51.61 | 31.97 | 32.21 | 43.66 | 29.82 | 65.03 | 30.23 | 30.49 | 23.05 | 29.54 | 27.41 | 28.47 | 34.94 | 29.11 | 43.41 |
| Draw Down(%) | NA | 38.98 | 38.98 | 40.31 | 53.48 | NA | NA | 56.99 | 36.66 | 20.87 | 23.07 | 35.55 | 13.72 | 53.48 | 13.03 | 35.76 | 11.69 | 18.55 | 38.05 | 37.04 | 20.41 | 27.37 | 47.11 |
| Yield(%) | 0.00 | 1.60 | 3.38 | 3.71 | 8.11 | 10.47 | 7.85 | 11.21 | 0.59 | 1.99 | 2.69 | 2.24 | 4.40 | 4.85 | 8.14 | 5.74 | 9.40 | 8.08 | 8.32 | 9.63 | 22.03 | 10.34 | 3.63 |
Data as of 06/24/2025, AR inception is 03/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APO (Apollo Global Management, Inc.) |
-8.49%
Oct 2013 - Oct 2016 |
3.33%
Dec 2013 - Dec 2018 |
16.38%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APO (Apollo Global Management, Inc.) |
50.62%
Dec 2018 - Dec 2021 |
41.24%
Oct 2016 - Oct 2021 |
29.96%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart